Separate Employee Policy

[mgill]

We are wanting to create a separate expense policy that would only give certain people access to a separate list of expense codes. We have imported a new connected list, but we are unsure how to create the new policy/assign users to that policy. I have tried changing the Employee Group, but it didn't change the expense code options available to that user. Does anyone have any advice on how to set this up?

[tmorse-AFW]

Changing what expenses go to different groups is done under Expense Settings and Expense Types.  At the top, you will see a dropdown to switch between your groups.

If you don't see the "Expense Types" box.  Change to Advanced View in the top right corner of the Expense Settings screen.

[KevinD]

@mgill actually you are on our Professional platform, so what you are asking is done in the Policies area, which most likely you do not have access to, unless you have taken our Advanced Configuration training. If you have not taken this training, you will need to submit a ticket to SAP Concur Support to have this done.

Also, I would not recommend trying to make changes to the Employee Groups. Changing these can affect several other areas.